HubSpot Ideas

AChan4

Make 'Forms' permissions more granular

At the moment permissions on Forms is a simple on/off toggle. Whilst turning this off provides a lot more control to the admin team on forms being created/edited by other team-members, it also takes away a lot of functionalities related to forms for other users (reporting on forms, creating lists based on forms, etc.). Is there anyway we could have more granularity on form permissions as we do for other functions on Hubspot?

12 Replies
jmitchell
Participant

100% - forms can not be added to landing pages either if you do not want users creating forms. This is really impacting the way we work. 

cooperelias
Contributor

At the very least, adding a Read permission option is needed. It's frustrating that users can see form submission information on object records, but not easily access all of those submissions in one place. Also, with adding Payments to forms, there doesn't seem to be anywhere else that a user can see if someone submitted a form but the Payment Status is still "Open"

SilvanaPSI
Participant

I thought I was the only one that needed this! Definetely needed view/edit/publish permissions. This all or nothing permission is very unhelpful. 

Hracioppo
Participant

Hey folks, 

 

I would also love more flexibility in setting up form user permissions. That said, you can manage form access on a per-form basis. The default setting is all, but you can select teams and users. So at least you can mitigate most risks, but not all. 

 

I hope this helps!

amy_cm18
Member

This would be super helpful as I have team members who need access to the form to create reports with the data, but who do not need permission to edit the form. Thank you!

SPowell22
Participant

We definitely need this as many team members need to see form submissions but not get the ability to create forms. 

WeasellyWombat
Member

This is desperately needed. We have many users that want to see their forms but have no business creating/editing, and with many users, there is inevitbly someone that makes a mistake or doesn't follow the rules. 

KGoethals
Participant

This is definitely needed for bigger customers. 

KGoethals
Participant

Large organizations need more granularity !!  Same for workflows.

MAizenberg
Member

We have many stakeholders that use the system, so the granularity option is crucial for us. 

CKemeny
Member

Hi, this would be a really important feature to have, especially when forms are dealing with sensitive info we want to limit the number of people who can see this. Thank you!

Andy_S4
Member

This would be great to have please! In most other marketing permissions, we are able to select if we only want those users to be able to view only a landing page for example or even emails. But for forms this is all or nothing. It would be very helpful if we could restrict this for example to view only forms, so they cannot create new forms. Thanks!